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4700 N. Cloverdale Rd Suite #101, Boise, ID 83713-1081 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 1994-01-01 |
Branch Locations
4700 N Cloverdale Rd Suite 101, Boise, ID 83713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Financial Solutions, Inc - Ria Firm | Boise | ID | 01/1994 | Present |
ADVANCED FINANCIAL SOLUTIONS, INC. - RIA FIRM - INCORP 08/20/1993 - SAME ADDRESS - PRESIDENT/ OWNER, INVESTMENT ADVISOR, CERTIFIED FINANCIAL PLANNER? - 90% OF TIME DEVOTED TO BUSINESS - DUTIES: PREPARE FINANCIAL PLANS AND FEE-BASED MONEY MANAGEMENT. INDEPENDENT INSURANCE AGENT - SELL FIXED LIFE & HEALTH INSURANCE, INCLUDING EQUITY INDEXED ANNUITIES & LIFE; PAID COMMISSION BY INSURANCE COMPANIES; 10% OF TIME.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-02 |
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